CBG & Company, Inc.

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Client assets under management

$208,601,165

Clients

161

71% high-net worth

Advisors

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,295,659

About

CBG & Company, Inc. is a registered investment adviser that serves individual clients (including high-net-worth households) and pension and profit-sharing plans, managing roughly $270 million in client assets with a small advisory team. The firm provides discretionary and non-discretionary portfolio management alongside modular financial planning and pension consulting services.

Investment strategies are tailored to each client's suitability profile and typically combine fundamental and technical analysis with a long-term purchase orientation, ongoing monitoring, and periodic rebalancing. The firm acts as a fiduciary for retirement accounts and delivers ERISA-focused plan services such as plan-level fund selection, participant education, and performance monitoring.

What is distinctive about CBG is its integration of accounting and practice-consulting services with wealth management: the firm offers in-house accounting (tax preparation, bookkeeping, IRS representation, and ongoing accounting) and specialized consulting for dental practice transitions and succession. Additionally, some personnel are licensed insurance agents and may offer commission-based insurance products separate from advisory services.

Client services

Financial planning Portfolio management Pension consulting

Occupation focus

Dentist

Fee options

Fixed

Fixed fees ranging from $2,000 to $8,000 for financial planning services; fixed monthly fees for accounting services determined case-by-case.

Percentage

$0 - $100,000: 1.25% $0 - $1,000,000: 1.00% $1,000,000+: 0.90%

Commissions

Commission-based compensation earned by licensed insurance agents for selling insurance products, separate and in addition to advisory fees.

Project-based

$200 - $300 per hour for financial planning and consulting services.

Other

Account minimum: $100,000

Main office location

CBG & Company, Inc.

14074 Trade Center Drive, Suite 151

Fishers IN 46038, United States

Number of offices

Most active in

Arizona · California · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Massachusetts · Michigan · New Hampshire · New York · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 317-257-7400

Advisors at this firm

Daniel G

Series 63, Series 65

Clearwater, FL

CBG & Company, Inc.

Daniel Garwood is a financial advisor at CBG & Company, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with CBG & Company since 2008. CBG & Company advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

Dentist

Nicholas C

CFP®, Series 63, Series 65

Fishers, IN

CBG & Company, Inc.

Nicholas Catlin is a CFP® with 18 years of industry experience, currently serving as an advisor at CBG & Company, Inc. since 2011. He holds Series 63 and Series 65 licenses. CBG & Company, Inc. advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and specialized accounting and practice consulting services primarily for dental professionals.

Dentist

Roy B

Series 65

Fishers, IN

CBG & Company, Inc.

Roy Bodinus is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with CBG & Company, Inc. since 2008 and also maintains a role at Northwest Advisory Group, Inc. since 2007. CBG & Company, Inc. advises individuals, high-net-worth clients, and retirement plans, managing approximately $252 million in discretionary assets. The firm offers portfolio management, financial planning, and pension consulting, with specialized accounting and practice consulting services tailored primarily to dental professionals.

Dentist

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